Anic Equity¶
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Total return since start: 0.691 %¶
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Equity now: -----------------------------> 51656.42 Kr¶
Max Equity ever reached: ------------> 51944.38 Kr¶
Portfolio value: --------------------------> 48457.36 Kr¶
PnL: ---------------------------------------> -630.21 Kr¶
DD now: ---------------------------------> -0.554 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-02-01 10:32:26.728407'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 54 | -1.100000 | 3385.800000 | 205.800000 | 6.470000 | 3180.000006 |
| HMS Networks | 2 | 3.650000 | 806.800000 | 133.800000 | 19.880000 | 673.000000 |
| Nordea Bank Abp | 29 | 1.030000 | 3568.160000 | 114.160000 | 3.310000 | 3453.999992 |
| HEBA B | 70 | 2.360000 | 2737.000000 | 101.000000 | 3.830000 | 2636.000010 |
| SAAB B | 8 | 1.220000 | 3458.400000 | 81.400000 | 2.410000 | 3377.000000 |
| Swedbank A | 3 | 2.200000 | 614.400000 | 50.400000 | 8.940000 | 564.000000 |
| Resurs Holding | 22 | 1.260000 | 619.080000 | 45.080000 | 7.850000 | 573.999998 |
| MedCap | 2 | 0.220000 | 464.000000 | 43.000000 | 10.210000 | 421.000000 |
| AcadeMedia | 12 | 0.890000 | 596.640000 | 39.640000 | 7.120000 | 557.000004 |
| Samhällsbyggnadsbo. i Norden B | 20 | 2.160000 | 388.100000 | 33.100000 | 9.320000 | 355.000000 |
| Intrum | 4 | 1.970000 | 550.000000 | 23.000000 | 4.360000 | 527.000000 |
| Norva24 Group | 16 | -2.500000 | 561.600000 | 18.600000 | 3.430000 | 543.000000 |
| Eastnine | 4 | 1.600000 | 508.800000 | 17.800000 | 3.630000 | 491.000000 |
| OEM International B | 7 | 0.260000 | 543.900000 | 15.900000 | 3.010000 | 527.999997 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.000000 | 572.250000 | 10.250000 | 1.820000 | 562.000005 |
| Securitas B | 6 | 1.050000 | 578.040000 | 8.040000 | 1.410000 | 570.000000 |
| Coor Service Management Hold. | 8 | 1.050000 | 539.600000 | 7.600000 | 1.430000 | 532.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 2.040000 | 252.240000 | 6.240000 | 2.540000 | 246.000000 |
| Karnov Group | 9 | 0.170000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| Fasadgruppen Group | 38 | -0.550000 | 4142.000000 | 1.000000 | 0.020000 | 4140.999992 |
| Creaspac SPAC | 6 | -0.310000 | 577.200000 | 0.200000 | 0.030000 | 577.000002 |
| Handelsbanken A | 5 | 0.320000 | 546.000000 | 0.000000 | 0.000000 | 546.000000 |
| Corem Property Group B | 59 | 1.780000 | 573.780000 | -3.220000 | -0.560000 | 576.999999 |
| Midsona B | 63 | 0.770000 | 579.600000 | -3.400000 | -0.580000 | 582.999984 |
| Boozt | 12 | 1.180000 | 1650.000000 | -4.000000 | -0.240000 | 1653.999996 |
| Sampo Oyj SDB | 7 | 0.370000 | 3836.000000 | -14.000000 | -0.360000 | 3850.000000 |
| CTEK | 13 | 1.870000 | 509.210000 | -24.790000 | -4.640000 | 533.999999 |
| International Petroleum Corp. | 5 | -0.270000 | 561.000000 | -33.570000 | -5.650000 | 594.565215 |
| Essity B | 2 | -0.920000 | 540.400000 | -33.600000 | -5.850000 | 574.000000 |
| Vivesto | 1368 | -0.150000 | 560.060000 | -52.940000 | -8.640000 | 612.999432 |
| Essity A | 4 | -0.550000 | 1086.000000 | -63.000000 | -5.480000 | 1149.000000 |
| Beijer Electronics Group | 27 | -1.800000 | 2948.400000 | -135.600000 | -4.400000 | 3083.999994 |
| OX2 | 22 | 4.100000 | 1842.500000 | -146.500000 | -7.370000 | 1989.000002 |
| Axfood | 15 | -4.310000 | 3859.500000 | -440.500000 | -10.240000 | 4300.000005 |
| Ovzon | 64 | -1.130000 | 3360.000000 | -636.000000 | -15.920000 | 3996.000000 |
| TOTAL | 48457.360000 | -630.210000 | -0.55436% | 49087.564636 |
Updated:¶
'2023-02-01 10:32:39.663652'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
